According to Taiwan media Business Times, Qualcomm’s next-generation Snapdragon 8 Gen 3 will be purchased from Samsung and TSMC. It is estimated that TSMC will occupy most of the chipset foundry.
Currently, Qualcomm Snapdragon 8 Gen 2 is exclusively supplied by TSMC, but in November last year, foreign media GizmoChina disclosed that Qualcomm intends to hand over the order of Snapdragon 8 Gen 3 mobile processors to Samsung for production, because TSMC 3nm mass production Doubtful.
TSMC's 3nm process has entered mass production. According to Liu Deyin, chairman of TSMC, who delivered a speech at the 3nm mass production and expansion ceremony, the yield rate of the 3nm process is currently comparable to that of the 5nm mass production. DIGITIMES Research reports that semiconductor experts conservatively estimate that the 3nm yield rate is about 60% to 70%, and another multinational industry analyst estimates 75% to 80%.
As for Samsung's 3nm process, TSMC started mass producing chips based on its first N3 (3nm-level) manufacturing process, a few months after Samsung Foundry started mass production using its 3GAE node. It was previously reported that the mass production of Samsung's 4nm process encountered a bottleneck, and the yield rate of the 3nm GAA process was only about 10% to 20%.
According to a report by Business Next, citing various industry analysts and experts, TSMC's 3nm yield situation is much better. TSMC, on the other hand, accounts for most of the chipsets, which may be due to the yield gap between the two.